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Home > Institutional Investor > Rockline Wealth Management, Llc > Profile

Instuitional Investor - Rockline Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Rockline Wealth Management, Llc
Portfolio Value $240,749,569
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 121,313 $23,356,399 9.7%
2.
Nvidia Corp
 NVDA 38,829 $19,228,911 7.98%
3.
Microsoft Corp
 MSFT 46,208 $17,375,936 7.21%
4.
Home Depot Inc.
 HD 26,561 $9,204,549 3.82%
5.
Unitedhealth Group Inc
 UNH 11,062 $5,823,826 2.41%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)